See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,576 | $179,726-55.2% | $156,263-48.4% | $142,382-43.4% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.9%-35.2pp | 80.1%-36.4pp |
| Annual return | 14.05% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,129 | $5,069-77.7% | $4,333-73.9% | $4,299-73.7% |
| Participant deferral / active EE | $5,484 | $6,956-21.2% | $6,158-11.0% | $6,507-15.7% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |